Help guide
This guide shows how ISO support fits around the calendar, evidence vault and reports your team already uses.
Obligary helps you organise your own management-system records, assign work, store evidence, schedule reviews and report the current picture.
Supports certification preparation
Keeps review dates visible
Links tasks, evidence and records
Obligary is the workspace for your organisation's records, tasks, evidence and review rhythm. Certification decisions remain with your chosen certification body, and specialist advice can be captured as actions, documents and evidence inside Obligary.
Keep owners, due dates, approvals and evidence organised before internal or external reviews.
Store policies, procedures, notes, decisions and evidence in a structured workspace.
Controlled documents are the policies, procedures, SOPs, forms and templates that tell people how work should be done. Use them when you need ownership, review dates, approval history and version control.
Evidence records prove that something happened. Examples include completed checks, meeting minutes, certificates, audit notes, incident photos and signed approvals.
Start small. Add the records that support the way you work today, then build out each pack as your management routines mature.
Enable the add-ons from Settings if you are an owner or admin.
Add certification details for each active standard, including owner, stage and key dates.
Create controlled documents for policies, procedures and templates that need version control.
Use the relevant ISO pack registers for audits, findings, objectives, suppliers, hazards or environmental records.
Create Obligary calendar tasks from review dates, audits, actions and other dated records.
Understand document owners, review workflow, approval and acknowledgement tracking.
The calm starting point for enabled modules, priority work and setup prompts.
Owners and admins can enable controlled documents and ISO packs for the workspace.
Use the ISO report view when you want to review module records alongside core Obligary status.
